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When and why you should send an email, a chat, a post, or a push message.

Choose the right channel for your message

How to format text, images, buttons and HTML in your outbound message.

Composing an outbound message

Set up the perfect audience and delivery method for your messages.

Message rules: When, how, and to whom should a message be sent

Learn the difference between sending Outbound messages to a Dynamic or Fixed audience.

Dynamic and Fixed audiences

How to use Intercom events when you message customers.

Using events as filters and triggers

Schedule a message to send at a specific time, or set a wider delivery window during which your emails can send.

Schedule a message to send at the right time

Give every message a goal, so you can see how well it prompts users to act.

Measure message effectiveness with goals

How to find and understand what each of the statistics mean on your outbound messages.

Understand your outbound message stats

Beth-Ann Sher

Eric Fitzgerald

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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